Member Relationship Advocate II jobs in United States
cer-icon
Apply on Employer Site
company-logo

Rivermark Community Credit Union · 1 day ago

Member Relationship Advocate II

Rivermark Community Credit Union is a progressive credit union committed to transforming lives and communities. They are seeking a Member Relationship Advocate II to improve the financial lives of members through relationship building and exceptional service.

BankingFinancial Services

Responsibilities

Focused on improving the financial lives of members by building strong relationships, delivering exceptional service, and recommending and providing product and service solutions for member needs
Responsible for opening consumer and business accounts and loans, servicing existing accounts and loans, and occasionally conducting financial transactions
Utilizing professional, consultative selling skills, advises and advocates for product and service solutions to that are in the best interest of the members

Qualification

Retail financial services experienceConsultative selling skillsCustomer service skillsMicrosoft Office proficiencySpanish speaking skillsOrganization skillsInterpersonal skills

Required

High school diploma/GED required
Minimum two years' experience in retail financial services required
Excellent communication and customer service skills
Ability to represent the credit union to members and business partners in a friendly, positive, and professional manner, consistent with that of the Credit Union at all times
Strong written, verbal and interpersonal skills
Ability to accurately interpret and apply the credit union's policies and operational procedures
Maintains high standards in areas of security, accuracy, thoroughness, completeness and neatness of documentation, system input, and correspondence. Able to maintain high levels of confidentiality
Strong organization, planning and prioritization skills
Ability to learn and maintain thorough knowledge of the Credit Union's products and services
Ability to effectively sell credit union products and services to members, using consultative selling skills to define and recommend enhancements to the member's financial services
Proficient in using personal computers, particularly Microsoft Office products such as Word and Excel. Must be technologically savvy, with the ability to quickly learn new systems and software applications
Flexibility to deal with unexpected events and occasionally attend meetings and events that may occur outside of regularly scheduled work hours
Must be available to work branch hours, including Saturdays

Preferred

Spanish speaking skills a plus
Experience with consumer loans preferred

Company

Rivermark Community Credit Union

twittertwittertwitter
company-logo
Rivermark Community Credit Union is leading the way with innovative technology that keeps you connected to your money anywhere, anytime.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Scott Burgess
Retired President/CEO
linkedin
leader-logo
Seth Schaefer
President / CEO
linkedin
Company data provided by crunchbase